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Detailed occupation · 13-2052

Personal Financial Advisors

Official English titlePersonal Financial Advisors

01 / Official English duty definition

Official English duty definition

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients. Excludes “Securities, Commodities, and Financial Services Sales Agents” (41-3031).

02 / Classification parents

Classification parents

Minor group
Financial Specialists13-2000
Broad occupation
Financial Analysts and Advisors13-2050
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